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‘Is my financial planner crazy?’ We’re 55 and 60, five years from retirement and were told we should invest more aggressively

Por: MarketWatch Business February 10, 2023

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I recently saw a MarketWatch article that recommended that one’s retirement portfolio should be 100 minus their age in stocks or perhaps even more conservative. I am 55 and my husband is 60 and we plan to retire in 5 years, which would put us at say 40% in stock.  My current financial adviser who is a CFP and who we recently hired, suggested this is way too conservative and suggested a portfolio 75% in stocks, especially given the current... + full article



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‘Is my financial planner crazy?’ We’re 55 and 60, five years from retirement and were told we should invest more aggressively

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